EWA
WDGF

EverSource Wealth Advisors’s WisdomTree Global Defense Fund WDGF Stock Holding History

EverSource Wealth Advisors’s Portfolio WDGF Stock Details WDGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.1K Buy
+705
New +$24.4K ﹤0.01% 2415

Other funds holding WDGF

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

EverSource Wealth Advisors's WDGF Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in WisdomTree Global Defense Fund (WDGF) in Q1 2026: 705 shares worth $23.1K. The stake represents ﹤0.01% of the portfolio and ranks #2415 among its holdings.

4 funds tracked by Wall St. Rank hold WDGF as of Q1 2026.

  • EverSource Wealth Advisors held 705 shares of WisdomTree Global Defense Fund worth $23.1K as of Q1 2026.
  • WisdomTree Global Defense Fund was a new EverSource Wealth Advisors position in Q1 2026.
  • WisdomTree Global Defense Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2415 holding.
  • 4 funds tracked by Wall St. Rank held WisdomTree Global Defense Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.